Guardian Financial Partners, LLC Top Holdings and 13F Report (2025) About Guardian Financial Partners, LLCInvestment ActivityGuardian Financial Partners, LLC has $209.03 million in total holdings as of March 31, 2025.Guardian Financial Partners, LLC owns shares of 56 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 21.23% of the portfolio was purchased this quarter.About 1.00% of the portfolio was sold this quarter.This quarter, Guardian Financial Partners, LLC has purchased 49 new stocks and bought additional shares in 32 stocks.Guardian Financial Partners, LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings Panagram BBB-B CLO ETF $20,114,557Vanguard S&P 500 ETF $18,676,914Berkshire Hathaway $15,968,832JANUS DETROIT STR TR $15,465,929Schwab International Equity ETF $14,617,076 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $15,968,832 Holding47103U746 - JANUS DETROIT STR TR $15,465,929 Holding464287200 - iShares Core S&P 500 ETF $1,074,742 Holding922908629 - Vanguard Mid-Cap ETF $827,950 Holding464287408 - iShares S&P 500 Value ETF $755,561 Holding Largest Purchases this Quarter Berkshire Hathaway 20 shares (about $15.97M)JANUS DETROIT STR TR 295,433 shares (about $15.47M)Panagram BBB-B CLO ETF 51,907 shares (about $1.38M)iShares Core S&P 500 ETF 1,913 shares (about $1.07M)Vanguard Mid-Cap ETF 3,201 shares (about $827.95K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,890 shares (about $971.28K)Schwab Fundamental U.S. Broad Market Index ETF 10,917 shares (about $251.20K)Janus Henderson AAA CLO ETF 4,546 shares (about $230.53K)Innovator Laddered Fund of U.S. Equity Power Buffer ETFs 3,534 shares (about $155.81K)Eli Lilly and Company 99 shares (about $81.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGuardian Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCLOZPanagram BBB-B CLO ETF$20,114,557$1,379,169 ▲7.4%757,0409.6%ETFVOOVanguard S&P 500 ETF$18,676,914$971,284 ▼-4.9%36,3438.9%ETFBRK.ABerkshire Hathaway$15,968,832$15,968,832 ▲New Holding207.6%FinanceJANUS DETROIT STR TR$15,465,929$15,465,929 ▲New Holding295,4337.4%HENDERSON SECURISCHFSchwab International Equity ETF$14,617,076$154,363 ▲1.1%738,9837.0%ETFALPS ETF TR$10,696,011$278,056 ▲2.7%413,2135.1%SMITH CORE PLUSSCHXSchwab US Large-Cap ETF$7,954,583$692,186 ▲9.5%360,2623.8%ETFVYMIVanguard International High Dividend Yield ETF$7,657,621$511,112 ▲7.2%103,9173.7%ETFSCHDSchwab US Dividend Equity ETF$7,547,559$505,825 ▲7.2%269,9413.6%ETFVYMVanguard High Dividend Yield ETF$7,322,102$458,067 ▲6.7%56,7783.5%ETFJAAAJanus Henderson AAA CLO ETF$6,421,528$230,528 ▼-3.5%126,6323.1%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$6,140,536$550,727 ▲9.9%260,0822.9%ETFFNDFSchwab Fundamental International Large Company Index ETF$5,753,393$186,627 ▲3.4%159,1972.8%ETFSCHESchwab Emerging Markets Equity ETF$5,418,813$21,808 ▲0.4%196,5472.6%ETFSCHZSchwab U.S. Aggregate Bond ETF$4,800,083$45,926 ▼-0.9%207,2572.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,290,248$369,590 ▲9.4%171,3362.1%ETFFNDBSchwab Fundamental U.S. Broad Market Index ETF$4,047,578$251,200 ▼-5.8%175,9051.9%ETFBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$3,997,067$155,814 ▼-3.8%90,6571.9%ETFBRK.BBerkshire Hathaway$3,896,888$119,298 ▲3.2%7,3171.9%FinanceAAPLApple$3,808,556$583,300 ▲18.1%17,1461.8%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$2,432,976$170,107 ▲7.5%42,5791.2%ETFSPYINEOS S&P 500 High Income ETF$2,367,061$170,680 ▲7.8%49,4271.1%ETFQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$2,349,947$146,080 ▲6.6%64,3471.1%ETFSCHHSchwab U.S. REIT ETF$2,283,349$287,309 ▲14.4%106,1531.1%ETFSCHASchwab US Small-Cap ETF$1,933,633$195,945 ▲11.3%82,5280.9%ETFCOSTCostco Wholesale$1,577,052$29,327 ▲1.9%1,6670.8%Retail/WholesaleBONDBLOXX ETF TRUST$1,480,575$44,147 ▼-2.9%29,2780.7%IR M TAXAWAREMSFTMicrosoft$1,373,202$13,890 ▼-1.0%3,6580.7%Computer and TechnologyNVDANVIDIA$1,212,991$128,431 ▲11.8%11,1920.6%Computer and TechnologySCHCSchwab International Small-Cap Equity ETF$1,099,995$109,684 ▲11.1%30,6580.5%ETFHDHome Depot$1,086,902$5,863 ▼-0.5%2,9660.5%Retail/WholesaleIVViShares Core S&P 500 ETF$1,074,742$1,074,742 ▲New Holding1,9130.5%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,014,931$30,157 ▼-2.9%41,6980.5%ETFAMZNAmazon.com$1,005,714$415,528 ▲70.4%5,2860.5%Retail/WholesaleEIXEdison International$902,667$161,973 ▲21.9%15,3200.4%UtilitiesMRVLMarvell Technology$892,877$74,129 ▲9.1%14,5020.4%Computer and TechnologyFNDASchwab Fundamental U.S. Small Company Index ETF$870,427$145,057 ▲20.0%31,7790.4%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$832,762$124,739 ▲17.6%27,0380.4%ETFVOVanguard Mid-Cap ETF$827,950$827,950 ▲New Holding3,2010.4%ETFIVEiShares S&P 500 Value ETF$755,561$755,561 ▲New Holding3,9650.4%ETFVEAVanguard FTSE Developed Markets ETF$750,227$750,227 ▲New Holding14,7600.4%ETFISRGIntuitive Surgical$728,542$2,476 ▲0.3%1,4710.3%MedicalIWMiShares Russell 2000 ETF$658,374$658,374 ▲New Holding3,3000.3%FinanceVWOVanguard FTSE Emerging Markets ETF$597,207$597,207 ▲New Holding13,1950.3%ETFPGProcter & Gamble$570,855$18,915 ▲3.4%3,3500.3%Consumer StaplesFNDCSchwab Fundamental International Small Cap Company Index ETF$476,172$73,196 ▲18.2%13,1540.2%ETFRYRoyal Bank of Canada$451,7820.0%4,0080.2%FinanceMETAMeta Platforms$420,799$92,230 ▲28.1%7300.2%Computer and TechnologyTSLATesla$417,507$8,552 ▼-2.0%1,6110.2%Auto/Tires/TrucksAVGOBroadcom$372,172$126,569 ▲51.5%2,2230.2%Computer and TechnologySCHPSchwab U.S. TIPS ETF$363,890$16,698 ▼-4.4%13,5330.2%ETFVTIVanguard Total Stock Market ETF$287,668$21,980 ▼-7.1%1,0470.1%ETFJPMJPMorgan Chase & Co.$285,241$9,320 ▼-3.2%1,1630.1%FinanceSCHBSchwab US Broad Market ETF$240,802$65 ▲0.0%11,1850.1%ETFSCHISchwab 5-10 Year Corporate Bond ETF$225,234$9,793 ▼-4.2%10,0280.1%ETFLLYEli Lilly and Company$213,654$81,667 ▼-27.7%2590.1%MedicalGOOGLAlphabet$0$200,532 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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